Client Services Officer
On-site
Core
Administrative support for Accounting & Tax teams, handling tax returns, entity setup, and client correspondence.
Role type
Administrative Client Services Officer
Builds
Internal support for Business Advisory and SMSF teams
Domain
Accounting and Financial Services
Required skills
Microsoft Suite proficiency, front of house expertise, written and verbal communication, time management, attention to detail
Preferred skills
Customer service excellence, teamwork, proactive attitude
Responsibilities
Lodge tax returns, manage ATO correspondence, prepare financial packages, set up new entities, process SMSF legal documents, perform receptionist duties
Seniority
Entry-level, full-time